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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,442 | $162,529+150.1% | $130,788+210.8% | $154,746+162.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.22% | 510.48%-494.3pp | 386.44%-370.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $15,170 | $4,447+241.1% | $3,558+326.4% | $4,379+246.4% |
| Participant deferral / active EE | $23,575 | $4,808+390.3% | $4,137+469.8% | $6,730+250.3% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |